Who do we work with?

Business owners

We know that managing your business and personal finances simultaneously can be challenging. Our advice harmonises both to ensure you achieve your goals.

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Senior executives

You work hard to achieve your career goals. We will work equally hard, on your behalf, to ensure you meet your short, medium, and long-term financial goals.

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Nearing retirement

We will help you make sense of your finances, putting a plan in place to meet your retirement goals, allowing you to leave your working life behind.

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Our Latest News

What the change in pension age means for your clients and their retirement plans

September 28, 2020
The minimum pension age will rise from 55 to 57 in 2028. Find out what that means for your clients due to retire after April 2028 and how we can help. Read more

Why risk aversion could be costing your clients money

September 28, 2020
High-risk investment strategies can mean big returns, but also big losses. But risk aversion could mean your investment loses value in real terms. Read more

A Child Trust Fund: What is it? And what should your child do with their money?

September 17, 2020
As the first Child Trust Funds mature, read your guide to what they are, how much your child might be due to receive, and what they should do with their money. Read more

What will proposed reforms to the Retail Price Index mean for your pension savings?

September 17, 2020
Proposed reforms to the Retail Price Index would see it replaced by a variant of the Consumer Prices Index. Here’s what it could mean for your pension savings. Read more

Meet the team
Independently owned and run

What is
Discretionary Investment Management?

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UPDATE

12 things to think about when you inherit money

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“At Boolers, you know that things will be dealt with properly and professionally. A real safe pair of hands!”

Beverley Merrell
Partner BHW

“I have always found the quality of advice, technical knowledge and level of service is second to none. ”

Paul Clark
Managing Director, Westminster Building Company

“Thank you to all of you for such a wonderfully smooth transaction! Hope we can do it again some time.”

James Burleigh
Managing Director, James Burleigh Furniture

“Boolers provided excellent advice when we needed it most.”

John Ikin
Partner, Fisher German

“Boolers have provided myself, family and business with pension and investment advice for over 30 years and continue to provide a high quality professional service to us all on an ongoing basis.”

Jared Mitchell
Managing Director, Morecrofts

“Chris Ball has been our Financial Adviser for many years and, from the start, we have been impressed with his strategic sense, his deep knowledge and his skills in helping us build our own successful retirement. He understands our aims and how to achieve them and has taken great care of us throughout. ”

David & Heather Purdey